Energy efficiency as a driver of returns for investors

A central aspect of the conversation is the question of how to identify companies that not only operate independently but are also resilient to geopolitical and economic risks. Especially in times of geopolitical uncertainty and volatile markets, it is crucial to construct portfolios that remain stable and robust. Global Strategic Capital has developed its own multi-factor model for this purpose, which considers not only traditional financial metrics but also sustainability aspects, environmental factors, and various risk criteria. This model enables a holistic assessment of companies and helps identify those with long-term potential for stable and sustainable value creation.

Another important point is the deliberate distinction from many other sustainable funds, which often rely heavily on ESG labels and appealing promises. The strategy of Global Strategic Capital follows a selective ESG approach that does not depend solely on external certifications but is based on thorough in-house analysis. Companies are evaluated according to clearly defined criteria to ensure that they are truly sustainable and economically viable. This creates transparency and trust – both for investors and the companies themselves.

The multi-factor model is not just a tool for selection but also an integral part of ongoing portfolio management. Through semi-annual rebalancing, the portfolio is regularly reviewed and adjusted to current market conditions. This allows opportunities to be seized early and risks to be minimized in order to optimize long-term performance.

The importance of energy efficiency as a driver of returns is supported by numerous studies and market developments. Investments in energy-efficient technologies help to sustainably reduce operating costs while minimizing the risk of so-called “stranded assets” — assets that lose value due to the transition to a climate-friendly economy. In addition, efficient solutions increase the value stability of companies, especially in markets with growing demand for sustainable products and services as well as stricter regulatory requirements.

Against this backdrop, energy-efficient technologies and companies offering innovative solutions in this field are increasingly coming into focus for investors. They benefit from the global trend toward greater sustainability, digitalization, and resource efficiency — factors that promise long-term growth and value appreciation.

For investors interested in exploring this topic further, the AGATHON Investment Talk on June 25 at 10 a.m. offers an excellent opportunity. Daniel Brühwiler will provide further insights — including on the selection process of the Green Tech ESG Equity Fund, which has been awarded a 5-star rating by Morningstar and serves as an example of successful implementation of sustainable investment strategies.

You can register to participate in the Investment Talk here:
Register now for the AGATHON Investment Talk